Experience

• 

  Whelen Engineering

  • Charlestown, New Hampshire, United States

  • Production Specialist

    • Feb 2024 - Present
    • Charlestown, New Hampshire, United States

• 

  Cambridge Trust Company

  • United States
  • Banking
  • 400 - 500 Employee

  • Funds Transfer Supervisor / Funds Transfer Specialist

    • Aug 2009 - Sep 2013

    • Processed incoming wires on a timely basis• Processed outgoing wires (domestic and foreign, including foreign currency) ensuring that all internal policy and procedures were followed• Assisted branch staff with wire questions / issues• Performed beginning and end of day processing, OFAC updates and CIS file uploads• Conducted research on a timely basis in order to resolve wire related issues• Received and processed wires for the Bank’s commercial customers via the Bank’s cash management system• Supervised the Assistant Funds Transfer Specialist• Liaison between the Bank and wire transfer vendor (Fundtech)• Responsible for upgrades to wire application (including validation and testing), also tested the backup wire processes on a periodic basis• Ensured compliance with all regulatory requirements surrounding funds transfer

  • Senior Loan Servicing Representative / Loan Servicing Representative

    • Aug 2007 - Aug 2009

    • Processed customer loan payments - regular, principal, etc.• Performed a variety of loan transactions including escrow, interest reserve set-up, modifications, line extensions, ensuring that proper approvals are evident.• Booked residential mortgages and equity lines, including commercial loans• Handled research requests from internal and external customers• Processed UCC filings and follow-up for lapsed and expired insurance policies.• Supported other staff members as warranted by volume and exception situations• Assisted in department special projects and other duties as assigned

• 

  Boston Federal Savings Bank

  • Asst. Branch Mgr., Deposit Services Supervisor, Security/Facilities Mgmt.

    • 1984 - 2007